Network - Family Learning

Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer – Family Office Exchange
Wednesday, March 27, 2019

Every family is challenged to find ways to engage the rising generation in learning about the family enterprise and how to live well with their wealth.

Raising a Healthy, Wealthy, and Wise Generation

Apr 01 2019 -

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Rockefeller Philanthropy Advisors
Tuesday, March 19, 2019

Philanthropy is undergoing profound transformation that comes with new challenges. The intense debates about power and effectiveness, and the difficult operating environments also require philanthropists and social investors to demonstrate their value to a wide range of stakeholders.

What is a Wealth Coach?

Mar 07 2019 -

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Family Office Exchange
Monday, February 4, 2019

Preparing the next generation of family leadership is often the top concern for wealth owners. It is crucial to gain an understanding of the Rising Gen community: What makes them different? What do they care about? How do we best bridge the gap between generations?

Family Office Exchange
Monday, February 4, 2019

The Family Learning Committee addresses the need every family has to engage and prepare its rising generation to live well with wealth by sharing the “Why, What, and How of Family Learning Committees” from the perspective of the learning officers, family learning champions,

Onboarding the Next Generation of Family Council Members

Nov 12 2018 -

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The 2019 FOX Family Office ForumTM brings together CEOs, HR managers, technology heads, and financial executives to focus on practical approaches to the many trends and issues affecting families and family office executives. In this exciting program, we will hear from leading experts in developing leaders in both the family and family office, explore the latest issues in cybersecurity and understand the family office role in preparing families for transition.

Jill Shipley, Managing Director, Institute for Family Culture – Abbot Downing
Wednesday, August 15, 2018

What can I do to raise productive, responsible, generous and prepared inheritors or owners? How do I get the rising generation to get involved and engaged in learning so they are ready for their future roles and responsibilities?